See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,664 | $209,411-51.0% | $178,490-42.5% | $158,922-35.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.25% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,454 | $5,706-57.0% | $5,011-51.0% | $4,761-48.5% |
| Participant deferral / active EE | $4,467 | $5,954-25.0% | $5,202-14.1% | $5,982-25.3% |
| Admin fee / account holder | $3,600 | $17,074-78.9% | $13,984-74.3% | $11,246-68.0% |